-59.9%
NFGC vs VT
+73.6%
-133.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.6% | +0.6% |
| 7D | -14.3% | -1.6% | -12.7% | -12.2% |
| 30D | -7.4% | -2.5% | -4.9% | -3.7% |
| 3M | +3.4% | -1.3% | +4.7% | +6.1% |
| 6M | -28.6% | +3.1% | -31.7% | -29.5% |
| YTD | -49.5% | +10.9% | -60.4% | -53.7% |
| 1Y | -26.1% | +12.1% | -38.2% | -32.7% |
| All | -59.9% | +73.6% | -133.5% | -78.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling